Tony Davidow, CIMA

Tony Davidow, CIMA
President and Founder T. Davidow Consulting, LLC an independent advisory firm focused on the needs and challenges facing the financial services industry. Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families. He’s held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments and IndexIQ among others.
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Recent Posts

The State of the Financial Services Industry

Posted by Tony Davidow, CIMA on Jul 27, 2021 2:15:00 PM
The financial services industry is at a key inflection point, with a number of trends shaping the future of advice, including fee compression, the rise of passive investing, disruptive technology, the need for advanced education, and the lack of practice diversity. These changes have led to a transformation in how advisors serve their clients' needs and their value proposition.
 
  Over the last several years, we have begun to see a bifurcation of advisory models, with smaller investors being pushed towards some form of robo-offering, and high-net-worth investors being served by wealth advisors. To address the needs of HNW investors, many advisors have needed to improve their investment acumen and expand their team’s capabilities.
 

Practice Evolution

Financial advisors serving HNW investors are often called “wealth advisors”—a term that better reflects the work they do for their clients - but which also meant that advisors need to reinvent themselves and provide new...
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Beware: Market Volatility Ahead!

Posted by Tony Davidow, CIMA on Oct 28, 2020 4:37:21 PM

With COVID cases on the rise, Congress’s inability to pass a stimulus bill, and uncertainty about the Elections, financial advisors and investors should expect market volatility to spike in the coming weeks. The number of COVID cases here and abroad have been rising rapidly over the last couple of weeks. While the vaccine trials look promising, most experts suggest that a vaccine will not be universally available until mid-late next year.

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Allocating Assets: Is it time to consider alternatives?

Posted by Tony Davidow, CIMA on Sep 17, 2020 10:08:25 AM

“Market participants willing to accept illiquidity achieve a significant edge in seeking high risk-adjusted returns. Because market players routinely overpay for liquidity, serious investors benefit by avoiding overpriced liquid securities and by embracing less liquid alternatives.” ― David F. Swensen, Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated

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Becoming a Behavioral Coach

Posted by Tony Davidow, CIMA on Aug 27, 2020 2:37:08 PM

Tony Davidow, CIMA® Founder and President, T.Davidow Consulting, LLC

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Breaking Down the E, S and G in ESG

Posted by Tony Davidow, CIMA on Jun 24, 2020 12:47:50 PM

 

 

 

 

 

-Tony Davidow, CIMA®,  President & Founder T.Davidow Consulting, LLC

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Topics: ESG

Understanding and Embracing ESG Investing

Posted by Tony Davidow, CIMA on May 22, 2020 11:32:23 AM

 

"There is a narrative that ESG investing comes at a price – lagging performance relative to an unconstrained portfolio. The data does not support that contention, and in fact shows that these strategies often outperform the overall market. Many advisors have a naïve assumption that all Sustainable investing strategies screen and weight securities the same way. Of course, this flawed assumption couldn’t be further from the truth."

- Tony Davidow, CIMA® President and Founder of T.Davidow...

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Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   

 

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